TLRIX Mutual Fund

TLRIX Mutual Fund

NAV$12.11
See how much of TLRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.57%
3 Months
-1.17%
6 Months
+4.49%
YTD
+3.11%
1 Year
+5.37%
3 Years (annualized)
+9.68%
5 Years (annualized)
+4.21%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLRIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Retirement Income Fund Composite Index
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+2.46%
vs Peers
+0.65%

TLRIX Mutual Fund Performance

TLRIX performance across multiple time periods: 1-month -1.57%, YTD 3.11%, 1-year 5.37%, 3-year 9.68%, 5-year 4.21%, 10-year 5.98%.

TLRIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

TLRIX vs another fund shows side-by-side returns. TLRIX alternatives are available in the Mutual Fund Screener.